# KINGSWOOD WEALTH ADVISORS, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1987855. Source: https://holderbook.com/funds/1987855-kingswood-wealth-advisors-llc/

- Reported value: $2.5B
- Positions: 995
- Weight of the ten largest: 19.7%
- Filed: 2026-07-27

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $92.2M | 318,568 | 3.7% | 13 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $63.4M | 84,867 | 2.6% | 13 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $62.6M | 312,815 | 2.5% | 13 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $58.8M | 79,879 | 2.4% | 13 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $41.9M | 192,157 | 1.7% | 13 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $36.6M | 53,321 | 1.5% | 13 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $36.2M | 151,812 | 1.5% | 13 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $35.8M | 96,066 | 1.4% | 13 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $30.4M | 345,568 | 1.2% | 11 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $29.8M | 78,823 | 1.2% | 13 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $28.2M | 833,309 | 1.1% | 10 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $27.7M | 24,024 | 1.1% | 13 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $27.3M | 25,613 | 1.1% | 13 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $27.1M | 538,612 | 1.1% | 10 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $24.9M | 69,753 | 1.0% | 13 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $24.7M | 69,863 | 1.0% | 13 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $23.3M | 62,924 | 0.9% | 13 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $23.0M | 97,311 | 0.9% | 13 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $22.0M | 29,366 | 0.9% | 13 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $19.6M | 59,945 | 0.8% | 13 |
| PROSHARES TR | [SSO](https://holderbook.com/stocks/SSO/) | $18.3M | 271,376 | 0.7% | 11 |
| CAPITAL GROUP GROWTH ETF | [CGGR](https://holderbook.com/stocks/CGGR/) | $17.5M | 370,723 | 0.7% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $17.0M | 40,401 | 0.7% | 13 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $15.7M | 27,877 | 0.6% | 13 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $15.5M | 6,829 | 0.6% | 2 |
| LAMAR ADVERTISING CO | [LAMR](https://holderbook.com/stocks/LAMR/) | $15.2M | 97,306 | 0.6% | 4 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $14.9M | 242,328 | 0.6% | 13 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $14.8M | 48,951 | 0.6% | 13 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $13.4M | 237,900 | 0.5% | 13 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $13.1M | 22,632 | 0.5% | 13 |
| GRAYSCALE BITCOIN TRUST ETF | [GBTC](https://holderbook.com/stocks/GBTC/) | $12.7M | 278,391 | 0.5% | 13 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $12.6M | 25,251 | 0.5% | 13 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $12.5M | 110,373 | 0.5% | 13 |
| CAPITAL GROUP CORE EQUITY ET | [CGUS](https://holderbook.com/stocks/CGUS/) | $12.4M | 279,381 | 0.5% | 9 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $12.0M | 378,246 | 0.5% | 12 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $11.6M | 45,985 | 0.5% | 10 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $11.3M | 96,574 | 0.5% | 12 |
| VANECK ETF TRUST | [REMX](https://holderbook.com/stocks/REMX/) | $11.2M | 127,097 | 0.5% | 2 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $11.2M | 17,018 | 0.5% | 13 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $10.9M | 25,655 | 0.4% | 13 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $10.9M | 9,066 | 0.4% | 13 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $10.8M | 109,462 | 0.4% | 13 |
| MASTEC INC | [MTZ](https://holderbook.com/stocks/MTZ/) | $10.5M | 25,308 | 0.4% | 8 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $10.3M | 66,042 | 0.4% | 11 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $10.0M | 27,047 | 0.4% | 13 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $9.9M | 113,334 | 0.4% | 13 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $9.4M | 36,864 | 0.4% | 13 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $9.4M | 10,000 | 0.4% | 13 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $9.3M | 37,047 | 0.4% | 13 |
| TEXAS PACIFIC LAND CORPORATI | [TPL](https://holderbook.com/stocks/TPL/) | $9.2M | 21,051 | 0.4% | 13 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $8.9M | 165,841 | 0.4% | 12 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $8.7M | 16,726 | 0.4% | 13 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $8.7M | 25,481 | 0.4% | 13 |
| ROUNDHILL ETF TRUST | - | $8.7M | 118,240 | 0.4% | 1 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $8.7M | 107,900 | 0.4% | 11 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $8.7M | 54,906 | 0.3% | 13 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $8.6M | 190,116 | 0.3% | 8 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $8.6M | 100,063 | 0.3% | 11 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $8.6M | 62,994 | 0.3% | 13 |
| FIRST TR EXCHANGE TRADED FD | [GRID](https://holderbook.com/stocks/GRID/) | $8.6M | 44,708 | 0.3% | 5 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $8.4M | 60,071 | 0.3% | 13 |
| FIRST TR EXCHANGE-TRADED FD | [FTCS](https://holderbook.com/stocks/FTCS/) | $8.3M | 88,653 | 0.3% | 13 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $8.3M | 116,665 | 0.3% | 12 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $7.9M | 103,646 | 0.3% | 11 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $7.8M | 16,364 | 0.3% | 11 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $7.8M | 65,270 | 0.3% | 12 |
| FIRST TR EXCH TRADED FD III | [FTLS](https://holderbook.com/stocks/FTLS/) | $7.8M | 105,271 | 0.3% | 8 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $7.7M | 7,892 | 0.3% | 13 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $7.6M | 10,544 | 0.3% | 13 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $7.6M | 78,300 | 0.3% | 13 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $7.4M | 91,029 | 0.3% | 12 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $7.2M | 20,363 | 0.3% | 13 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $7.1M | 74,037 | 0.3% | 13 |
| INVESCO EXCH TRADED FD TR II | [RWL](https://holderbook.com/stocks/RWL/) | $7.0M | 55,062 | 0.3% | 9 |
| VANECK ETF TRUST | [NLR](https://holderbook.com/stocks/NLR/) | $7.0M | 60,639 | 0.3% | 6 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $7.0M | 20,220 | 0.3% | 12 |
| TIDAL TRUST III | [SNTH](https://holderbook.com/stocks/SNTH/) | $6.9M | 230,998 | 0.3% | 5 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $6.8M | 83,876 | 0.3% | 13 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $6.8M | 6,698 | 0.3% | 13 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $6.7M | 56,818 | 0.3% | 13 |
| WISDOMTREE TR | [DGRW](https://holderbook.com/stocks/DGRW/) | $6.7M | 69,767 | 0.3% | 4 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $6.6M | 22,198 | 0.3% | 13 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $6.6M | 44,890 | 0.3% | 8 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $6.6M | 43,169 | 0.3% | 13 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $6.5M | 34,452 | 0.3% | 13 |
| FIRST TR EXCH TRADED FD III | [FPE](https://holderbook.com/stocks/FPE/) | $6.5M | 360,906 | 0.3% | 11 |
| FIRST TR EXCHANGE TRADED FD | [AIRR](https://holderbook.com/stocks/AIRR/) | $6.4M | 48,283 | 0.3% | 7 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $6.4M | 51,647 | 0.3% | 13 |
| ISHARES TR | [IOO](https://holderbook.com/stocks/IOO/) | $6.4M | 46,549 | 0.3% | 13 |
| J P MORGAN EXCHANGE TRADED F | [JPIE](https://holderbook.com/stocks/JPIE/) | $6.3M | 137,767 | 0.3% | 8 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $6.3M | 54,085 | 0.3% | 13 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $6.3M | 22,545 | 0.3% | 13 |
| VANGUARD WORLD FD | [VAW](https://holderbook.com/stocks/VAW/) | $6.3M | 27,696 | 0.3% | 2 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $6.3M | 18,319 | 0.3% | 13 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $6.2M | 126,267 | 0.3% | 3 |
| TIDAL TRUST I | [GRNY](https://holderbook.com/stocks/GRNY/) | $6.2M | 224,926 | 0.3% | 5 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $6.2M | 108,963 | 0.3% | 13 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $6.1M | 16,811 | 0.2% | 8 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $6.0M | 19,672 | 0.2% | 2 |
| FIRST TR EXCHANGE-TRADED FD | [LEGR](https://holderbook.com/stocks/LEGR/) | $5.9M | 92,542 | 0.2% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.4% | +14.8% | -1.4% | 100% |
| Q1 2026 | -2.5% | -4.6% | +2.1% | 100% |
| Q4 2025 | -0.0% | +2.4% | -2.4% | 100% |
| Q3 2025 | +7.6% | +7.8% | -0.2% | 100% |
| Q2 2025 | +11.2% | +10.5% | +0.7% | 100% |
| Q1 2025 | -4.5% | -4.6% | +0.0% | 100% |
| Q4 2024 | +3.0% | +2.1% | +0.9% | 100% |
| Q3 2024 | +5.0% | +5.4% | -0.4% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.5B | 995 |
| Q1 2026 | $2.1B | 924 |
| Q4 2025 | $2.1B | 868 |
| Q3 2025 | $1.7B | 790 |
| Q2 2025 | $1.3B | 743 |
| Q1 2025 | $1.1B | 723 |
| Q4 2024 | $1.3B | 791 |
| Q3 2024 | $1.4B | 663 |
| Q2 2024 | $1.1B | 653 |
| Q1 2024 | $867.1M | 618 |
| Q4 2023 | $882.3M | 639 |
| Q3 2023 | $585.1M | 417 |